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Holistic Financial Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Holistic Financial Partners’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-45,305
Closed -$1.72M – 92
2019
Q1 		$1.72M Buy
+45,305
New +$1.67M 0.72% 29

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Holistic Financial Partners's IJH Position: Q2 2019 in Review

Holistic Financial Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2019, closing a stake of 45,305 shares — an estimated $1.72M sold.

Holistic Financial Partners first reported a position in IJH in Q1 2019 and held it in 1 quarter. The position peaked at $1.72M in Q1 2019. 1,289 funds tracked by Wall St. Rank hold IJH as of Q2 2019.

  • Holistic Financial Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Holistic Financial Partners sold 45,305 iShares Core S&P Mid-Cap ETF shares in Q2 2019, an estimated $1.72M.
  • Holistic Financial Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and held it in 1 quarter.
  • Holistic Financial Partners's iShares Core S&P Mid-Cap ETF position peaked at $1.72M in Q1 2019.
  • 1,289 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2019.

Based on Holistic Financial Partners's 13F filing for Q2 2019, filed 7 Aug 2019.